BMT Investment Advisors’s Sysco SYY Stock Holding History

BMT Investment Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.69M	Hold	36,918	–	–	1.06%	45
2019 Q4	$3.16M	Hold	36,918	–	–	1.45%	18
2019 Q3	$2.93M	Buy	36,918 +225	+0.6%	+$16.5K	1.5%	18
2019 Q2	$2.6M	Hold	36,693	–	–	1.36%	25
2019 Q1	$2.45M	Buy	36,693 +1,363	+4%	+$88.7K	1.34%	24
2018 Q4	$2.21M	Buy	35,330 +2,125	+6%	+$143K	1.4%	21
2018 Q3	$2.43M	Hold	33,205	–	–	1.4%	22
2018 Q2	$2.27M	Hold	33,205	–	–	1.45%	14
2018 Q1	$1.99M	Buy	33,205 +2,926	+10%	+$177K	1.34%	28
2017 Q4	$1.84M	Buy	30,279 +2,589	+9%	+$147K	1.33%	29
2017 Q3	$1.49M	Buy	+27,690	New	+$1.44M	1.38%	34

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BMT Investment Advisors's SYY Position: Q1 2020 in Review

BMT Investment Advisors held its Sysco (SYY) position steady in Q1 2020 at 36,918 shares worth $1.69M. The position accounts for 1.06% of the portfolio, ranked #45.

BMT Investment Advisors first reported a position in SYY in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2019. 1,154 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

BMT Investment Advisors held 36,918 shares of Sysco worth $1.69M as of Q1 2020.
BMT Investment Advisors left its Sysco share count unchanged in Q1 2020.
Sysco made up 1.06% of BMT Investment Advisors's portfolio in Q1 2020, its #45 holding.
BMT Investment Advisors first reported a position in Sysco in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Sysco position peaked at $3.16M in Q4 2019.
1,154 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.